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CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
+3.4%
1 Year Est. Return
+20.62%
3 Year Est. Return
+88.19%
5 Year Est. Return
+111.32%
10 Year Est. Return
+389.71%
AUM
$59.2B
AUM Growth
+$748M
Cap. Flow
-$272M
Cap. Flow %
-0.46%
Top 10 Hldgs %
29.49%
Holding
3,569
New
489
Increased
1,184
Reduced
1,076
Closed
172

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$282M
2
INTU icon
Intuit
INTU
+$269M
3
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$235M
4
LLY icon
Eli Lilly
LLY
+$200M
5
AMD icon
Advanced Micro Devices
AMD
+$127M

Top Sells

Rank Stock Value
1
WDAY icon
Workday
WDAY
+$296M
2
CVX icon
Chevron
CVX
+$178M
3
FISV
Fiserv Inc
FISV
+$161M
4
RTX icon
RTX Corp
RTX
+$144M
5
AMZN icon
Amazon
AMZN
+$143M

Sector Composition

Rank Sector Weight
1 Technology 26.14%
2 Financials 11.73%
3 Healthcare 11%
4 Industrials 8.84%
5 Consumer Discretionary 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRIS icon
3426
Curis
CRIS
$9.53M
– –
0
– -$10
CRMT icon
3427
America's Car Mart
CRMT
$25.3M
– –
-20
Closed -$584
CWBC
3428
Community West Bancshares
CWBC
$678M
– –
-1,200
Closed -$25K
DGP icon
3429
DB Gold Double Long ETN due February 15, 2038
DGP
$219M
– –
-100
Closed -$13.3K
DIVI icon
3430
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.64B
– –
-773
Closed -$28.8K
DKL icon
3431
Delek Logistics
DKL
$3.04B
– –
-425
Closed -$19.4K
DSGR icon
3432
Distribution Solutions Group
DSGR
$1.6B
– –
-22,136
Closed -$666K
DTRE icon
3433
First Trust Alerian Disruptive Technology Real Estate ETF
DTRE
$14.8M
– –
-780
Closed -$30.8K
EJUL icon
3434
Innovator Emerging Markets Power Buffer ETF July
EJUL
$167M
– –
-7,028
Closed -$203K
ELP
3435
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
– –
-391
Closed -$3.83K
EPIX
3436
DELISTED
ESSA Pharma
EPIX
– –
-2,500
Closed -$478
EP.PRC icon
3437
El Paso Energy Capital Trust I
EP.PRC
$225M
– –
-95
Closed -$4.74K
ERTH icon
3438
Invesco MSCI Sustainable Future ETF
ERTH
$132M
– –
-300
Closed -$14.3K
ESGG icon
3439
FlexShares STOXX Global ESG Select Index Fund
ESGG
$110M
– –
-65
Closed -$12.8K
EVV
3440
Eaton Vance Limited Duration Income Fund
EVV
$1.06B
– –
-2,000
Closed -$20.3K
FLIN icon
3441
Franklin FTSE India ETF
FLIN
$2.69B
– –
-1
Closed -$36
FOLD
3442
DELISTED
Amicus Therapeutics
FOLD
– –
-1,505
Closed -$11.9K
FOR icon
3443
Forestar Group
FOR
$1.44B
– –
-80
Closed -$2.13K
FRA icon
3444
BlackRock Floating Rate Income Strategies Fund
FRA
$381M
– –
-430
Closed -$5.58K
FREL icon
3445
Fidelity MSCI Real Estate Index ETF
FREL
$1.53B
– –
-5,000
Closed -$139K
FRO icon
3446
Frontline
FRO
$8.75B
– –
-3,525
Closed -$80.3K
FTF
3447
Franklin Limited Duration Income Trust
FTF
$233M
– –
-5,016
Closed -$32K
FTSM icon
3448
First Trust Enhanced Short Maturity ETF
FTSM
$6.51B
– –
-1,125
Closed -$67.4K
FTXL icon
3449
First Trust Nasdaq Semiconductor ETF
FTXL
$2.22B
– –
-24
Closed -$2.63K
FUTU icon
3450
Futu Holdings
FUTU
$13.9B
– –
-527
Closed -$91.7K
136 137
138
139 140

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CWM
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VRS
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FAF
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BGIM
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PPFA
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CIBC Private Wealth Group's Q4 2025 Portfolio in Review

As of Q4 2025, CIBC Private Wealth Group held 3,569 positions worth $59.2B, up 1.3% from $58.4B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

CIBC Private Wealth Group's Q4 2025 filing shows 489 new, 1,184 increased, 1,076 reduced and 172 closed positions. Its largest new stake was Rice Acquisition Corporation 3: 499,376 shares worth $5.12M. The largest sale was Workday, an estimated $296M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 28% a quarter earlier, followed by Financials and Healthcare.

  • CIBC Private Wealth Group's largest Q4 2025 buy was Rice Acquisition Corporation 3: 499,376 shares worth $5.12M.
  • CIBC Private Wealth Group added most to State Street SPDR S&P 500 ETF Trust in Q4 2025, an estimated $282M increase.
  • CIBC Private Wealth Group's biggest Q4 2025 reduction was Workday, cutting an estimated $296M.
  • CIBC Private Wealth Group fully exited Cheniere Energy in Q4 2025, selling an estimated $7.3M.
  • CIBC Private Wealth Group's ten largest holdings make up 29% of its $59.2B portfolio in Q4 2025.
  • CIBC Private Wealth Group opened 489 new positions and closed 172 in Q4 2025.
  • CIBC Private Wealth Group's portfolio value rose 1.3% quarter-over-quarter to $59.2B.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.